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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,416 | $154,228-71.2% | $145,433-69.5% | $137,256-67.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 9.12% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,842 | $4,804-20.0% | $4,554-15.6% | $4,156-7.6% |
| Participant deferral / active EE | $3,996 | $8,216-51.4% | $7,897-49.4% | $6,407-37.6% |
| Admin fee / account holder | $39,639 | $14,344+176.4% | $13,129+201.9% | $12,270+223.1% |